Correlation
The correlation between IIVGX and JEPI is 0.81, which is considered to be high. That indicates a strong positive relationship between their price movements. Having highly-correlated positions in a portfolio may signal a lack of diversification, potentially leading to increased risk during market downturns.
IIVGX vs. JEPI
Compare and contrast key facts about Voya Growth and Income Portfolio (IIVGX) and JPMorgan Equity Premium Income ETF (JEPI).
IIVGX is managed by Voya. It was launched on Dec 31, 1979. JEPI is an actively managed fund by JPMorgan Chase. It was launched on May 20, 2020.
Scroll down to visually compare performance, riskiness, drawdowns, and other indicators and decide which better suits your portfolio: IIVGX or JEPI.
Performance
IIVGX vs. JEPI - Performance Comparison
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Key characteristics
IIVGX:
0.67
JEPI:
0.56
IIVGX:
0.92
JEPI:
0.81
IIVGX:
1.14
JEPI:
1.13
IIVGX:
0.57
JEPI:
0.54
IIVGX:
2.11
JEPI:
2.23
IIVGX:
5.16%
JEPI:
3.19%
IIVGX:
19.06%
JEPI:
13.82%
IIVGX:
-35.04%
JEPI:
-13.71%
IIVGX:
-4.85%
JEPI:
-4.02%
Returns By Period
In the year-to-date period, IIVGX achieves a 0.25% return, which is significantly higher than JEPI's 0.17% return.
IIVGX
0.25%
5.45%
-1.84%
11.45%
13.97%
17.12%
12.14%
JEPI
0.17%
1.80%
-3.98%
6.67%
8.01%
10.94%
N/A
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IIVGX vs. JEPI - Expense Ratio Comparison
IIVGX has a 0.66% expense ratio, which is higher than JEPI's 0.35% expense ratio.
Risk-Adjusted Performance
IIVGX vs. JEPI — Risk-Adjusted Performance Rank
IIVGX
JEPI
IIVGX vs. JEPI - Risk-Adjusted Performance Comparison
This table presents a comparison of risk-adjusted performance metrics for Voya Growth and Income Portfolio (IIVGX) and JPMorgan Equity Premium Income ETF (JEPI). Risk-adjusted metrics are performance indicators that assess an investment's returns in relation to its risk, enabling a more accurate comparison of different investment options.
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Dividends
IIVGX vs. JEPI - Dividend Comparison
IIVGX's dividend yield for the trailing twelve months is around 15.94%, more than JEPI's 8.01% yield.
| TTM | 2024 | 2023 | 2022 | 2021 | 2020 | 2019 | 2018 | 2017 | 2016 | 2015 | 2014 | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
IIVGX Voya Growth and Income Portfolio | 15.94% | 15.44% | 10.54% | 17.54% | 65.29% | 10.87% | 11.92% | 13.24% | 14.09% | 10.56% | 7.47% | 14.69% |
JEPI JPMorgan Equity Premium Income ETF | 8.01% | 7.33% | 8.40% | 11.68% | 6.59% | 5.79% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% | 0.00% |
Drawdowns
IIVGX vs. JEPI - Drawdown Comparison
The maximum IIVGX drawdown since its inception was -35.04%, which is greater than JEPI's maximum drawdown of -13.71%. Use the drawdown chart below to compare losses from any high point for IIVGX and JEPI.
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Volatility
IIVGX vs. JEPI - Volatility Comparison
Voya Growth and Income Portfolio (IIVGX) has a higher volatility of 4.61% compared to JPMorgan Equity Premium Income ETF (JEPI) at 2.29%. This indicates that IIVGX's price experiences larger fluctuations and is considered to be riskier than JEPI based on this measure. The chart below showcases a comparison of their rolling one-month volatility.
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